Who Owns TIMOTHY PLAN US LRGMD CP CORE (TPLC)? -- Institutional Holders (2026-06-30)

46 institutions reported holding $77.9M of TIMOTHY PLAN US LRGMD CP CORE (TPLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($10.9M), Bare Financial Services, Inc ($10.8M), CREATIVE FINANCIAL DESIGNS INC /ADV ($9.6M), BENJAMIN EDWARDS INC ($5.9M), LVZ, Inc. ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$10.9M217,208Added
2Bare Financial Services, Inc$10.8M215,243Added
3CREATIVE FINANCIAL DESIGNS INC /ADV$9.6M191,486Added
4BENJAMIN EDWARDS INC$5.9M117,869Added
5LVZ, Inc.$4.4M86,396Added
6Sowell Financial Services LLC$4.3M85,383Added
7J.W. COLE ADVISORS, INC.$4.2M84,319New
8Turning Point Benefit Group, Inc.$3.9M76,674Added
9First Heartland Consultants, Inc.$3.8M75,184Added
10EverSource Wealth Advisors, LLC$2.3M45,193Trimmed
11O'Connor Financial Group LLC$1.8M36,327Trimmed
12BOS Asset Management, LLC$1.2M23,951Added
13Financial Advisory Corp$1.2M23,230Trimmed
14CoreCap Advisors, LLC$926,41518,400Added
15Sound Stewardship, LLC$878,41317,446Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$795,99415,809Added
17Values First Advisors, Inc.$784,96313,890Added
18SIGMA INVESTMENT COUNSELORS INC$766,57515,225Added
19Kestra Advisory Services, LLC$728,51914,469Trimmed
20LifeWealth Investments, LLC$719,19914,284Added
213EDGE Asset Management, LP$706,05814,023Added
22ENVESTNET ASSET MANAGEMENT INC$687,75713,660Added
23WIN ADVISORS, INC$623,97912,393Trimmed
24Black Diamond Financial, LLC$595,89211,835Added
25KAVAR CAPITAL PARTNERS GROUP, LLC$588,39011,686Added

Source: SEC Form 13F filings · as of 2026-06-30